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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,262 | $138,102-91.1% | $125,381-90.2% | $134,532-90.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.38% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,008 | $5,245-80.8% | $4,815-79.1% | $4,741-78.7% |
| Participant deferral / active EE | $1,728 | $7,801-77.8% | $7,448-76.8% | $6,401-73.0% |
| Admin fee / account holder | $99 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |